HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to export tasks in HubSpot

Here is how to export tasks in hubspot

First click on "Reporting" in the left sidebar and select "Reports" from the menu
Then click on "Create report" button in the top-right corner
In the search templates field, search for "Tasks"
Find and click on the "Tasks incomplete assigned to all reps by activity date" report title
In the dialog box, click the "Save report" button in the bottom-left corner
In the panel, you can edit the "Report name" and select where you want to add the report to, then click the "Next" button
Set the access permissions, then click the "Save" button
Next click the "Go to your reports" link in the success message
Hover over the newly created report and click the "Actions" dropdown menu next to it
Select "Export unsummarized data" from the Actions dropdown menu
In the export dialog, enter a name for the export and clhoose the "File format" you want the export to be in
Finally, click the "Export" button and you'll receive an email with a download link to your export file

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Why should you export tasks in HubSpot

HubSpot is an all-in-one platform designed to simplify marketing, sales, and service processes.

Exporting tasks in HubSpot is a seamless feature that enhances productivity by allowing users to easily manage and organize their workload outside the platform.

This feature is particularly beneficial for collaborative environments, offering the flexibility to share task lists and synchronize team efforts.

By exporting tasks, users gain greater control over data analysis and reporting, ensuring strategic planning and execution are consistently aligned.

Last update

February 6, 2026

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